Yahoo Japan Shocks on Guidance for FY17/18 After In-Line 4Q 16/17 Results
Yahoo Japan (4689 JP) reported 4Q16/17 results that were in-line with NSR and consensus expectations. All good so far, but Yahoo then set an...
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Rakuten Buyback Ongoing - Now ~35% Done
In mid-February, in something of a shock, Rakuten Inc (4755 JP) announced a large buyback of 120 million shares. The amount to be spent was 100bn...
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Yahoo Japan - Knee Jerk Reaction to Results Looks All Wrong
One of the switcheroos of 21st Century investing is that it is US investors that are now willing to back companies, which forgo short-term...
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Yahoo Japan - Delivery Service Primer
Yahoo Japan Corp (4689 JP) is one of our focus stocks for 2017 - as well as being attractive in its own right, it is also a way to play the...
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Toshiba: The Surprising Lack of Read-Across to the Rest of Japan Inc.
There is a tendency to view Toshiba (6502 JP) as an extreme, but ultimately typical example of Japanese corporate culture (e.g. this well-worth...
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